Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BABQX (BMO GROWTH ALLOCATION FUND CLASS R6) | NA | -76.49% | -31.91% | -18.48% | NA | NA | NA | … | … |
Data as of 02/09/2022, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BABQX (BMO GROWTH ALLOCATION FUND CLASS R6) | 06/02/2014 | 02/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -76.49 | -31.91 | -18.48 | NA | NA | NA | … | … | -69.76 | -40.88 | 13.09 | 21.68 | -7.32 | 18.78 | 7.41 | -2.69 | 3.72 |
| Sharpe Ratio | NA | -0.71 | -0.53 | -0.41 | NA | NA | NA | … | … | -0.33 | -0.74 | 0.49 | 2.17 | -0.69 | 3.39 | 0.60 | -0.21 | 0.62 |
| Standard Deviation(%) | NA | 113.37 | 67.54 | 52.74 | NA | NA | NA | … | … | 304.44 | 55.22 | 26.35 | 9.32 | 12.46 | 5.38 | 11.88 | 12.91 | 10.30 |
| Draw Down(%) | NA | 80.15 | 80.15 | 80.15 | NA | NA | NA | … | … | 69.79 | 44.96 | 29.52 | 5.30 | 16.41 | 1.76 | 10.76 | 12.01 | 7.16 |
| Yield(%) | 0.00 | 16.12 | 12.55 | 10.94 | 6.79 | 4.53 | 3.40 | … | … | 0.29 | 16.68 | 10.41 | 9.12 | 10.17 | 8.72 | 6.67 | 7.77 | 2.17 |
Data as of 02/09/2022, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABQX (BMO GROWTH ALLOCATION FUND CLASS R6) |
-31.88%
Jan 2019 – Jan 2022 |
-18.27%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BABQX (BMO GROWTH ALLOCATION FUND CLASS R6) |
11.99%
Sep 2015 – Sep 2018 |
12.07%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart